Xero Accounting 2025 Full Course Bookkeeping Accounting

Set up new users with different permission levels in Xero, view their activity via the history and notes, and manage contacts such as customers and suppliers.

Explore how to create and invite users, assign roles such as standard, advisor, or invoice only, and tailor access to invoicing, reporting, and lock dates.

Access the audit trail in Xero by navigating to accounting, advanced, history and notes to view a log of user changes with timestamps and filters for date, user, and item.

Create and manage contacts in Xero, turning them into customers or suppliers after transactions, set billing details and invoice terms, and organize with smart lists and bulk imports or exports.

Connect your bank accounts to Xero to automate transactions with a live feed and auto-allocate them. Set up bank accounts, reconciliations, and cash coding to automate rules over manual entry.

connect your bank accounts to xero for real-time transaction automation, easing bank reconciliations and triaging, and avoid manual csv imports by using automatic syncing.

Learn to automate bank reconciliation by creating spend rules and receive rules that allocate transactions to accounts like meals and entertainment or other income, using payee or description conditions.

Learn to manually reconcile bank transactions in Xero by matching items, using smart matching, searching invoices, creating new entries with notes, and viewing reconciliation reports.

Use cash coding to reconcile cash payments by creating spend and receive money transactions. Avoid using cash coding for transactions entered into zero after reconciling items in reconciliation tab.

Learn to set up taxes for your country, enable the US automation tool to fetch tax rates, and apply tax rules to invoices and transactions in Xero.

Set up and manage tax rates in Xero, including tax rate lookup, adding new rates, and applying default rates for customers across classic invoicing and new invoicing.

Explore how to set up new products and services, adjust inventory, issue quotes, invoices, and credit notes, and oversee purchases, expenses, and cash flow.

Discover how to add and manage products and services in Xero, including bulk import templates for items and opening balances, and set inventory, cost, sales, and tax settings.

Explore inventory adjustments in the system, including increasing stock, choosing adjustment accounts like cost of goods sold, and using supplier bills to update on hand quantity and prevent invoice errors.

Learn how to create, customize, and send quotes in Xero, including customer selection, dates, discounts, and converting accepted quotes into invoices while managing inventory and the chart of accounts.

Convert accepted quotes into invoices, create and approve them in Xero, and explore recurring invoices, credit notes, statements, and invoice reminders to streamline billing.

View the sales overview to monitor invoices and quotes with graphs and cash-flow insights, including accounts receivable; create invoices, quotes, repeating invoices, and credit notes, and set overdue notifications.

Create purchase orders, send them to suppliers for approval, and convert approved orders into bills, while managing items, currency, delivery details, and status tracking.

Learn to manage bills in xero: create standard and recurring bills, enter supplier details and dates, and convert purchase orders to bills updating inventory and accounts payable.

Explore the purchases overview to track bills and purchase orders, monitor statuses and upcoming payments, and create or import items directly from the dashboard.

Set up expense claims in Xero, enable receipt analysis, assign expense accounts, track mileage, and review submissions with role permissions and real time cash flow insights.

Explore the business snapshot and short term cash flow reports, including accrual versus cash basis, profitability insights, and cash forecasts with drill‑down and overdue invoice actions.

explore the accounting side with an overview, update settings, set up the chart of accounts and fixed assets, automate manual journal entries, categorize transactions, export data, and view assurance dashboards.

Explore advanced Xero settings, including financial settings, starred reports and advanced menus, lock date controls, tax rates, reporting preferences, and conversion balances.

Explore how the chart of accounts in Xero tracks transactions across assets, liabilities, equity, expenses, and revenue, feeds balance sheet and profit and loss, and supports customization.

Learn to set up fixed assets in Xero, create asset types and accounts, enter purchases, and manage depreciation with declining balance and averaging methods.

Learn how manual journal entries complement Xero's automated bank reconciliation, with an example showing prepayments debited to prepayments and credited to cash, then expensed to insurance expense.

Learn to locate and recode transactions in bulk with the find and recode tool, using granular conditions (type, contact, amount) and choose manual journal for traceable changes.

Track transactions by location using tracking categories in Xero, enabling two categories with up to 100 options each, and use them in reconciliations, invoices, and reports for insights.

Export the general ledger to csv for seamless import into Sage, and use the assurance dashboard with the history of notes to audit transactions.

Explore how to access and filter Xero's out of the box reports, and set up custom reporting for variance analysis using the budgeting tool in this Xero accounting course section.

Learn to use Xero's out-of-the-box basic reports, including aged payable summary, aged receivable summary, balance sheet, and income statement, through the dashboard with filters for real-time insights.

Create custom reports from out-of-the-box templates, adjust layouts, add notes, and save as custom reports; track budget variance with budget manager and publish or export for stakeholders.

Wrap up this course with an end-to-end setup in Xero: create a file, connect bank accounts, add products, invoices, and bills, then review reporting.